Edward Jones Financial Advisor - Jay Wallace

Edward Jones Financial Advisor - Jay Wallace /*********/
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Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Le...
02/20/2025

Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Learn common tax scams and how to help protect yourself this tax season.

A solid strategy can help safeguard you from these increasingly frequent crimes.

How could tariffs impact the U.S. economy, markets, inflation and central bank policies? And how can you prepare your po...
02/11/2025

How could tariffs impact the U.S. economy, markets, inflation and central bank policies? And how can you prepare your portfolio?

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Get our four key views for 2025 in our latest Market Compass.
01/09/2025

Get our four key views for 2025 in our latest Market Compass.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

As we set our eyes on September and October, the two-month stretch before the U.S. presidential election, we offer three...
09/17/2024

As we set our eyes on September and October, the two-month stretch before the U.S. presidential election, we offer three perspectives on market volatility.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances....
09/15/2024

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en

Although retirement may seem far off in the horizon, it’s never too early to invest in a stronger savings strategy for y...
09/14/2024

Although retirement may seem far off in the horizon, it’s never too early to invest in a stronger savings strategy for your future. Implementing these methods can help you save with consistency and convenience.

It’s never too early to invest in a stronger retirement savings strategy for your future. Here, we explore ways to help ease your financial to-dos.www.edwardjones.com/us-en

If you’re interested in supporting a charity and potentially lowering your tax bill in retirement, one strategy to consi...
09/12/2024

If you’re interested in supporting a charity and potentially lowering your tax bill in retirement, one strategy to consider is a qualified charitable distribution.

If you’re interested in supporting a charity and potentially lowering your tax bill, one strategy to consider is a qualified charitable distribution.www.edwardjones.com/us-en

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.
04/22/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

3 things you can do now to help reduce your future tax bill

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your finan...
04/17/2024

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

Receiving a tax refund? Consider these options on how to use the money received.

With interest rates on the rise, the value of cash has been hitting the headlines, but is there such a thing as having t...
03/26/2024

With interest rates on the rise, the value of cash has been hitting the headlines, but is there such a thing as having too much cash? We break down the pros and cons of investing in cash and how it can contribute to your overall investment strategy.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help m...
03/25/2024

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions ...
03/21/2024

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

Address

333 W Western Avenue, Ste 208
Muskegon, MI
49440

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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+12317998899

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